+102.4%
HL vs VLTO
-9.1%
+111.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +7.1% | -1.6% | +8.6% | +7.3% |
| 30D | +21.4% | -2.9% | +24.3% | +21.6% |
| 3M | +37.4% | +12.7% | +24.8% | +36.0% |
| 6M | +0.4% | +1.6% | -1.2% | +2.8% |
| YTD | +6.7% | -4.0% | +10.7% | +8.4% |
| 1Y | +102.4% | -10.2% | +112.5% | +104.8% |
| All | +102.4% | -9.1% | +111.5% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling